MSFT, DNB, LEN, ET- eTrade
from Value Stocks and Investing Hosted by Michael Salvucci
TODAY'S NOTES: - MSFT increases dividend 12.5%, plus loses deal to GOOG - A spreadsheet error in our DNB purchase allowed us to make almost $1/share by luck. We dumped DNB this week. - We dumped RGF - the risk/reward ratio is out of whack - we lost -1.3%. - Our ET, went up from +86% to +96% in a couple days - Our LEN shot up this week PODCAST CORRECTIONS: - Today, on the podcast, we said MSFT said they would complete $16B stock buyback by "Dec 20, 2006", but we intended to say , "Dec 2006". - Today, on the podcast, we said GOOG will be spending "$5B" for a 5% share in the aol deal, but we intended to say, "$1B". - Last week, we referred to the "Visteon" Operating system, when we should have called it the "Vista" Operating System.
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